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Tsla

Last updated Sep 23, 2023

Asset Allocation


TSLA 100%EquityEquity
PositionCategory/SectorWeight
TSLA
Tesla, Inc.
Consumer Cyclical100%

Performance

The chart shows the growth of an initial investment of $10,000 in Tsla, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly


-20.00%0.00%20.00%40.00%60.00%AprilMayJuneJulyAugustSeptember
27.39%
7.69%
Tsla
Benchmark (^GSPC)
Portfolio components

Returns

As of Sep 23, 2023, the Tsla returned 98.80% Year-To-Date and 35.09% of annualized return in the last 10 years.


1 month6 monthsYear-To-Date1 year5 years (annualized)10 years (annualized)
Benchmark-1.55%9.05%12.97%17.44%8.37%9.90%
Tsla3.52%28.77%100.51%-10.29%64.55%34.62%
TSLA
Tesla, Inc.
3.52%28.77%100.51%-10.29%64.55%34.62%

Sharpe Ratio

The current Tsla Sharpe ratio is -0.30. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

-1.000.001.002.003.004.00-0.30

The Sharpe ratio of Tsla is in the bottom 25%, suggesting that this portfolio isn't performing as well in terms of risk-adjusted returns compared to many others. This could be due to lower returns, higher volatility, or both. It might be an indication that the portfolio needs fine-tuning.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00AprilMayJuneJulyAugustSeptember
-0.24
0.89
Tsla
Benchmark (^GSPC)
Portfolio components

Dividend yield


Tsla doesn't pay dividends

Expense Ratio

The Tsla has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.


The portfolio doesn't hold funds that charge fees

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
TSLA
Tesla, Inc.
-0.24

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AprilMayJuneJulyAugustSeptember
-39.75%
-9.57%
Tsla
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below shows the maximum drawdowns of the Tsla. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Tsla is 73.63%, recorded on Jan 3, 2023. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.63%Nov 5, 2021291Jan 3, 2023
-60.63%Feb 20, 202020Mar 18, 202056Jun 8, 202076
-53.51%Sep 19, 2017428Jun 3, 2019139Dec 18, 2019567
-49.77%Sep 5, 2014361Feb 10, 2016288Apr 3, 2017649
-38.46%Nov 26, 201061Feb 23, 2011264Mar 12, 2012325

Volatility Chart

The current Tsla volatility is 16.63%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


5.00%10.00%15.00%20.00%AprilMayJuneJulyAugustSeptember
16.63%
3.36%
Tsla
Benchmark (^GSPC)
Portfolio components